EWP

Engrave Wealth Partners Portfolio holdings

AUM $350M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$9.93M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$9.33M
5
XOM icon
Exxon Mobil
XOM
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.98%
2 Healthcare 5.08%
3 Technology 4.77%
4 Industrials 3.61%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.05%
+995
127
$50K 0.05%
+1,000
128
$48K 0.05%
+1,655
129
$47K 0.05%
+225
130
$47K 0.05%
+1,153
131
$47K 0.05%
+259
132
$46K 0.04%
+780
133
$46K 0.04%
+1,620
134
$46K 0.04%
+923
135
$46K 0.04%
+492
136
$45K 0.04%
+778
137
$45K 0.04%
+345
138
$44K 0.04%
+323
139
$43K 0.04%
+207
140
$43K 0.04%
+1,134
141
$43K 0.04%
+750
142
$43K 0.04%
+813
143
$43K 0.04%
+1,021
144
$42K 0.04%
+800
145
$42K 0.04%
+934
146
$42K 0.04%
+355
147
$41K 0.04%
+1,353
148
$40K 0.04%
+313
149
$39K 0.04%
+382
150
$39K 0.04%
+266
4 5
6
7 8